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Mind of a Millionaire: Budgeting Hacks

Mind of a Millionaire: Budgeting Hacks

March 18, 2019
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Thanks for tuning in to the Mind of a Millionaire podcast. This week, Zak answers a couple more listener questions regarding budgeting and portfolio risk. If you have questions that you want featured on the podcast, send them in. Submit them on the website, email, call, or find us on Facebook and Twitter.

Head over to the events tab to check out what we have coming up. Pints with Partners in May is a great opportunity to chat with the partners and meet other local professionals. In July we have our 2019 Medicare Seminar. Come by for a great presentation on the potential benefits of Medicare along with some tasty beverage and hors d’oeuvres.

What are some tips and tricks to budgeting? [0:21]

Budgeting is not about restriction [1:22]

Can a budget change over time? [5:10]

  • “Budgeting is a skill.”

Are there any common oversights when budgeting? [6:13]

 Groceries stores are one of the top date destinations [8:26]

What is risk in a portfolio? [9:27]

How do bonds play into risk? [11:19]

As a beginner investor, how do you determine the amount of risk you can take on?[12:21]

Do risk types change regularly? [15:13]

Simple Wealth, Inevitable Wealth [17:29]

Thanks for listening to another episode of the Mind of a Millionaire podcast. Head over to the website for DWM news and upcoming events.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

No strategy assures success or protects against loss.

Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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